
Salesforce
OfficialConnects to Salesforce CRM to run queries, manage records, and automate workflows through natural language commands.
Unlock powerful Salesforce org management with the Salesforce DX MCP Server, designed for seamless interaction between large language models and Salesforce environments. This developer preview offers secure, direct access to Salesforce resources without exposing secrets, using TypeScript libraries and granular org allowlisting. Its modular toolsets cover org administration, data queries, user permissions, metadata deployment, and testing. Easily extendable and compatible with various clients like VS Code, Cursor, and more, it empowers developers to perform complex tasks with natural language commands while maintaining robust security. The MCP Server streamlines Salesforce DX workflows through an efficient, secure, and flexible protocol.
What it does
- Execute SOQL queries to retrieve Salesforce data
- Perform SOSL searches across multiple objects
- Create, update, and delete CRM records
- Retrieve object metadata and field information
- Execute Apex REST and Tooling API requests
- Make direct REST API calls to Salesforce
Best for
About Salesforce
Salesforce is an official MCP server published by salesforcecli that provides AI assistants with tools and capabilities via the Model Context Protocol. Unlock seamless Salesforce org management with the secure, flexible Salesforce DX MCP Server. Streamline workflows and b It is categorized under cloud infrastructure, developer tools.
How to install
You can install Salesforce in your AI client of choice. Use the install panel on this page to get one-click setup for Cursor, Claude Desktop, VS Code, and other MCP-compatible clients. This server runs locally on your machine via the stdio transport.
License
Salesforce is released under the Apache-2.0 license. This is a permissive open-source license, meaning you can freely use, modify, and distribute the software.
mcp
MCP Server for Interacting with Salesforce Orgs
Feedback
Report bugs and issues here.
For feature requests and other related topics, start a Discussion here.
Documentation
For general documentation about the Salesforce DX MCP Server, see this section in the Salesforce DX Developer Guide. The docs include:
- Comprehensive overview, including details about the security features.
- Quick start guide.
- Multiple examples of configuring the server in your MCP client.
- Sample prompts for invoking the core DX MCP tools.
Overview of the Salesforce DX MCP Server (Beta)
The Salesforce DX MCP Server is a specialized Model Context Protocol (MCP) implementation designed to facilitate seamless interaction between large language models (LLMs) and Salesforce orgs. This MCP server provides a robust set of tools and capabilities that enable LLMs to read, manage, and operate Salesforce resources securely.
[!NOTE] Salesforce DX MCP Server is a pilot or beta service that is subject to the Beta Services Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the Product Terms Directory. Use of this pilot or beta service is at the Customer's sole discretion.
Configure the DX MCP Server
Configure the Salesforce DX MCP Server for your MCP client by updating its associated MCP JSON file; each client is slightly different, so check your MCP client documentation for details. See MCP Client Configurations for more examples.
Here's an example for VS Code with Copilot in which you create and update a .vscode/mcp.json file in your project:
{
"servers": {
"Salesforce DX": {
"command": "npx",
"args": ["-y", "@salesforce/mcp",
"--orgs", "DEFAULT_TARGET_ORG",
"--toolsets", "orgs,metadata,data,users",
"--tools", "run_apex_test",
"--allow-non-ga-tools"]
}
}
}
The args format shown in the preceding example is the same for all MCP clients; it's how you customize the DX MCP Server for your particular environment.
Notes:
- The
"-y", "@salesforce/mcp"part tellsnpxto automatically install the@salesforce/mcppackage instead of asking permission. Don't change this. - For possible flags that you can pass to the
argsoption, and the possible values that you can pass to the--orgs,--toolsets, and--toolsflags, see these sections: - When writing the
argsoption, surround both the flag names and their values in double quotes, and separate all flags and values with commas. Some flags are Boolean and don't take a value. - The preceding example shows three flags that take a string value (
--orgs,--toolsets, and--tools) and one Boolean flag (--allow-non-ga-tools). This configuration starts a DX MCP Server that enables all the MCP tools in theorgs,metadata,data, anduserstoolsets and a specific tool calledrun_apex_tests. It also enables tools in these configured toolsets that aren't yet generally available.
MCP Client Configurations
Here are examples of configuring the Salesforce DX MCP Server in various MCP clients.
Claude Code
To configure Claude Code to work with Salesforce DX MCP Server, add this snippet to the .mcp.json file in your project:
{
"mcpServers": {
"Salesforce DX": {
"command": "npx",
"args": ["-y", "@salesforce/mcp",
"--orgs", "DEFAULT_TARGET_ORG",
"--toolsets", "orgs,metadata,data,users",
"--tools", "run_apex_test",
"--allow-non-ga-tools"]
}
}
}
Cline
To configure Cline to work with Salesforce DX MCP Server, add this snippet to your Cline cline_mcp_settings.json file:
{
"mcpServers": {
"Salesforce DX": {
"command": "npx",
"args": ["-y", "@salesforce/mcp@latest",
"--orgs", "DEFAULT_TARGET_ORG",
"--toolsets", "orgs,metadata,data,users",
"--tools", "run_apex_test",
"--allow-non-ga-tools"]
}
}
}
Cursor
To configure Cursor to work with Salesforce DX MCP Server, add this snippet to your Cursor mcp.json file:
{
"mcpServers": {
"Salesforce DX": {
"command": "npx",
"args": ["-y", "@salesforce/mcp@latest",
"--orgs", "DEFAULT_TARGET_ORG",
"--toolsets", "orgs,metadata,data,users",
"--tools", "run_apex_test",
"--allow-non-ga-tools"]
}
}
}
Other MCP Clients
For these other clients, refer to their documentation for adding MCP servers and follow the same pattern as in the preceding examples to configure the Salesforce DX MCP Server:
Available Flags for the "args" Option
These are the flags that you can pass to the args option.
| Flag Name | Description | Required? | Notes |
|---|---|---|---|
--allow-non-ga-tools | Boolean flag to allow the DX MCP Server to use both the generally available (GA) and NON-GA tools that are in the toolsets or tools you specify. | No | By default, the DX MCP server uses only the tools marked GA. |
--debug | Boolean flag that requests that the DX MCP Server print debug logs. | No | Debug mode is disabled by default. NOTE: Not all MCP clients expose MCP logs, so this flag might not work for all IDEs. |
--dynamic-tools | (experimental) Boolean flag that enables dynamic tool discovery and loading. When specified, the DX MCP server starts with a minimal set of core tools and loads new tools as needed. | No | This flag is useful for reducing the initial context size and improving LLM performance. Dynamic tool discovery is disabled by default. NOTE: This feature works in VSCode and Cline but may not work in other environments. |
--no-telemetry | Boolean flag to disable telemetry, the automatic collection of data for monitoring and analysis. | No | Telemetry is enabled by default, so specify this flag to disable it. |
--orgs | One or more orgs that you've locally authorized. | Yes | You must specify at least one org. See Configure Orgs for the values you can pass to this flag. |
--tools | Individual tool names that you want to enable. | No | You can use this flag in combination with the --toolsets flag. For example, you can enable all tools in one toolset, and just one tool in a different toolset. |
--toolsets | Sets of tools, based on functionality, that you want to enable. | No | Set to "all" to enable every tool in every toolset. See Configure Toolsets for the value |
README truncated. View full README on GitHub.
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